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  5. THE ACADEMIC APPROACH INVESTMENT GROUP, LLC

THE ACADEMIC APPROACH INVESTMENT GROUP, LLC

Company Details

Entity Name: THE ACADEMIC APPROACH INVESTMENT GROUP, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Merged
Date Formed: 22 May 2006
Company Number: LLC_01864335
File Number: 01864335
Type of Management: Manager Managed
Date Status Change: 28 Jul 2023
Address 342 W ARMITAGE, CHICAGO, 60614, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 401(K) PLAN 2023 364458201 2024-10-08 THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 84
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 611000
Sponsor’s telephone number 7733488914
Plan sponsor’s address 342 W. ARMITAGE AVE., CHICAGO, IL, 60614

Signature of
Role Plan administrator
Date 2024-10-08
Name of individual signing ERICA PORTER WALTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-08
Name of individual signing ERICA PORTER WALTON
Valid signature Filed with authorized/valid electronic signature
THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 401(K) PLAN 2022 364458201 2023-07-17 THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 97
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 611000
Sponsor’s telephone number 7733488914
Plan sponsor’s address 342 W. ARMITAGE AVE., CHICAGO, IL, 60614

Signature of
Role Plan administrator
Date 2023-07-17
Name of individual signing ERICA PORTER WALTON
Valid signature Filed with authorized/valid electronic signature
THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 401(K) PLAN 2021 364458201 2022-10-13 THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 95
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 611000
Sponsor’s telephone number 7733488914
Plan sponsor’s address 342 W. ARMITAGE AVE., CHICAGO, IL, 60614

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing ERICA PORTER WALTON
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-13
Name of individual signing ERICA PORTER WALTON
Valid signature Filed with authorized/valid electronic signature
THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 401(K) PLAN 2020 364458201 2021-09-30 THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 102
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 611000
Sponsor’s telephone number 7733488914
Plan sponsor’s address 342 W. ARMITAGE AVE., CHICAGO, IL, 60614

Signature of
Role Plan administrator
Date 2021-09-30
Name of individual signing MARY PETRASSI
Valid signature Filed with authorized/valid electronic signature
THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 401(K) PLAN 2019 364458201 2020-04-03 THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 76
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 611000
Sponsor’s telephone number 8189925733
Plan sponsor’s address 342 W. ARMIGATE, CHICAGO, IL, 60614

Signature of
Role Plan administrator
Date 2020-04-03
Name of individual signing MARY PETRASSI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-04-03
Name of individual signing MARY PETRASSI
Valid signature Filed with authorized/valid electronic signature
THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 401(K) PLAN 2018 364458201 2019-12-31 THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 79
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 611000
Sponsor’s telephone number 7733488914
Plan sponsor’s address 342 W. ARMITAGE, CHICAGO, IL, 60614

Signature of
Role Plan administrator
Date 2019-12-31
Name of individual signing MARY PETRASSI
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-12-31
Name of individual signing MARY PETRASSI
Valid signature Filed with authorized/valid electronic signature
THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 401(K) PLAN 2011 364458201 2012-10-12 THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 47
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 611000
Sponsor’s telephone number 7735297755
Plan sponsor’s address 342 W. ARMITAGE AVE., CHICAGO, IL, 60614

Plan administrator’s name and address
Administrator’s EIN 364458201
Plan administrator’s name THE ACADEMIC APPROACH INVESTMENT GROUP, LLC
Plan administrator’s address 342 W. ARMITAGE AVE., CHICAGO, IL, 60614
Administrator’s telephone number 7735297755

Signature of
Role Plan administrator
Date 2012-10-12
Name of individual signing CHRISTOPHER DROGE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2012-10-12
Name of individual signing CHRISTOPHER DROGE
Valid signature Filed with authorized/valid electronic signature
THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 401(K) PLAN 2010 364458201 2011-10-17 THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 611000
Sponsor’s telephone number 7735297755
Plan sponsor’s address 342 W. ARMITAGE, CHICAGO, IL, 60614

Plan administrator’s name and address
Administrator’s EIN 364458201
Plan administrator’s name THE ACADEMIC APPROACH INVESTMENT GROUP, LLC
Plan administrator’s address 342 W. ARMITAGE, CHICAGO, IL, 60614
Administrator’s telephone number 7735297755

Signature of
Role Plan administrator
Date 2011-10-17
Name of individual signing CHRISTOPHER DROGE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-10-17
Name of individual signing CHRISTOPHER DROGE
Valid signature Filed with authorized/valid electronic signature
THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 401(K) PLAN 2009 364458201 2010-10-04 THE ACADEMIC APPROACH INVESTMENT GROUP, LLC 33
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 611000
Sponsor’s telephone number 7735297755
Plan sponsor’s address 342 W. ARMITAGE, CHICAGO, IL, 60614

Plan administrator’s name and address
Administrator’s EIN 364458201
Plan administrator’s name THE ACADEMIC APPROACH INVESTMENT GROUP, LLC
Plan administrator’s address 342 W. ARMITAGE, CHICAGO, IL, 60614
Administrator’s telephone number 7735297755

Signature of
Role Plan administrator
Date 2010-10-04
Name of individual signing MATTHEW PIETRAFETTA
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
BRADLEY KESSLER, 342 W. ARMITAGE AVENUE, CHICAGO, 60614, WILL Agent 2022-05-17

Manager

Name and Address Role Appointment Date
PIETRAFETTA, MATTHEW, 342 W ARMITAGE, CHICAGO, IL, 60614 Manager 2023-04-26
KESSLER, BRADLEY, 342 W ARMITAGE, CHICAGO, IL, 60614 Manager 2023-04-26

Related by officers

No related officers

Related by address

No related companies by address

Date of last update: 20 Jan 2025

Sources: Illinois Office of the Secretary of State

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